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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,229 | $104,924-93.1% | $84,623-91.5% | $152,885-95.3% |
| Participation rate | 31.3% | 74.8%-43.6pp | 68.2%-37.0pp | 82.5%-51.2pp |
| Annual return | 28.92% | 373.82%-344.9pp | 258.77%-229.9pp | 345.39%-316.5pp |
| Employer contribution / active EE | $372 | $3,302-88.7% | $2,652-86.0% | $4,763-92.2% |
| Participant deferral / active EE | $372 | $4,689-92.1% | $3,899-90.5% | $5,851-93.7% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |